Profit Sharing · DOL Form 5500 · 2023

Mitchell J. Lipcon Profit Sharing Plan

Data updated 2026-08-25

$704K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$704,234
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mitchell J. Lipcon Profit Sharing Keogh Plan · Sponsored by Mitchell J. Lipcon · Florida · Professional & Technical Services

$704K in assets, 1 participants

Mitchell J. Lipcon's Mitchell J. Lipcon Profit Sharing Keogh Plan reported $704K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,196 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Mitchell J. Lipcon Profit Sharing Keogh Plan holds $704K for 1 participant - about $704,234 per participant, among the smaller plans by assets on file.

#3,196
in Professional & Technical Services (20,321 peers)
+1.0%
assets growth YoY

Mitchell J. Lipcon Profit Sharing Keogh Plan among the smaller filed plans by assets

Mitchell J. Lipcon Profit Sharing Keogh Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$704,234 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mitchell J. Lipcon Profit Sharing Keogh Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mitchell J. Lipcon Profit Sharing Keogh Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchell J. Lipcon Profit Sharing Keogh Plan reported net income rose from -$30K in the plan year 2022 filing to $7K in the plan year 2023 filing.
  • Mitchell J. Lipcon Profit Sharing Keogh Plan end-of-year assets rose from $697K in the plan year 2022 filing to $704K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592531288 · Mitchell J. Lipcon PY 2023 · Profit Sharing

Mitchell J. Lipcon Profit Sharing Keogh Plan · $704K · 1 · 21st

  • EOY $704K
  • EOY 1
  • EOY 21st
  • EOY Profit Sharing
  • EOY near Five Bagels, Inc. Retirement Plan
  • EOY ind #3196

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Florida →

Mitchell J. Lipcon Profit Sharing Keogh Plan in the asset neighbourhood

Mitchell J. Lipcon Profit Sharing Keogh PlanMitchell J. Lipcon Profit Sh…$704KFive Bagels, Inc. Retirement PlanFive Bagels, Inc. Retirement…$704KAlbert J. Gopin, a Professional Corporation Profit Sharing PlanAlbert J. Gopin, a Professio…$704KProject & Technology Consulting Services Profit ShProject & Technology Consult…$704KA. Diaz-Lezcano Retirement PlanA. Diaz-Lezcano Retirement P…$705K
End-of-year total assets ($M) among Mitchell J. Lipcon Profit Sharing Keogh Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$697K
Net Assets (End of Year)$704K
Net Income$7K
Employer EIN592531288
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell J. Lipcon)

Sponsor-wide plan assets over time

All Mitchell J. Lipcon plans reported in each filing year

Latest sponsor-wide plan assets
$628K 9.890532472209825% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.7M $0.63M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 1 $697K
2023 1 1 $704K
2024 1 1 $628K

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mitchell J. Lipcon Profit Sharing Keogh Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mitchell J. Lipcon Profit Sharing Keogh Plan, Total assets ($B): 0.000704234 · Participants: 1Mitchell J. Lipcon Profit Sharing Keogh PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Mitchell J. Lipcon Profit Sharing Keogh Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Mitchell J. Lipcon Profit Sharing Keogh Plan side-by-side with 3 peers →

Mitchell J. Lipcon Profit Sharing Keogh Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Five Bagels, Inc. Retirement Plan in PA ($704K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mitchell J. Lipcon Profit Sharing Keogh Plan assets move in 2023? ▼
Mitchell J. Lipcon Profit Sharing Keogh Plan edged up modestly - up 1.0% during 2023, from $697K to $704K. Reported net income was $7K.
How have Mitchell J. Lipcon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell J. Lipcon's sponsor-wide assets declined 9.9%, from $697K to $628K.
Where does Mitchell J. Lipcon Profit Sharing Keogh Plan rank by assets among Form 5500 filers? ▼
Mitchell J. Lipcon Profit Sharing Keogh Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mitchell J. Lipcon Profit Sharing Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Five Bagels, Inc. Retirement Plan in PA ($704K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Mitchell J. Lipcon Profit Sharing Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592531288.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.